1
00:00:00,320 --> 00:00:05,360
GMGM, good morning. 
Good morning everyone. 

2
00:00:05,360 --> 00:00:10,240
It is another beautiful day to 
have a beautiful day. 

3
00:00:10,240 --> 00:00:13,880
I'm reporting to you all live 
from Indianapolis, IN here this 

4
00:00:13,880 --> 00:00:18,160
morning deep in the Midwest, 
letting the kids visit the 

5
00:00:18,160 --> 00:00:20,520
grandma here for the weekend. 
So you'll know it's a little bit

6
00:00:20,520 --> 00:00:22,560
of a different set up. 
We're going to keep running the 

7
00:00:22,560 --> 00:00:27,760
show out like normal. 
Welcome to episode 148 of FOMO 

8
00:00:27,760 --> 00:00:30,000
Hour. 
Today is Friday, June 28th, 

9
00:00:30,000 --> 00:00:34,840
2024444. 
Folks, it feels like all of 

10
00:00:34,840 --> 00:00:38,320
America is recovering from a bit
of a hangover this morning. 

11
00:00:38,440 --> 00:00:41,040
After last night's debate, we 
all stayed up late. 

12
00:00:41,040 --> 00:00:42,840
I could have stayed up for for 
hours. 

13
00:00:42,840 --> 00:00:45,240
I, I forced myself to to go to 
bed. 

14
00:00:45,240 --> 00:00:47,480
I'm sure we'll get into it. 
No for hope today. 

15
00:00:48,000 --> 00:00:51,600
He's still out in Ibiza. 
He should be back with us next 

16
00:00:51,600 --> 00:00:52,520
week. 
We've got Mando. 

17
00:00:52,520 --> 00:00:56,040
I think Mando stayed up to to to
watch it all play out last 

18
00:00:56,040 --> 00:00:57,960
night. 
I'm very curious for your takes 

19
00:00:57,960 --> 00:00:59,600
later. 
I'm Mando Gian, how you doing? 

20
00:01:00,280 --> 00:01:01,680
I'm doing great, man. 
I didn't actually. 

21
00:01:01,680 --> 00:01:05,120
I went to bed and I woke up to 
it and I just enjoyed it. 

22
00:01:05,160 --> 00:01:08,560
If I'm honest. 
It was the memes were on point 

23
00:01:08,560 --> 00:01:11,080
this morning. 
Yeah, we'll, we'll get into it. 

24
00:01:11,080 --> 00:01:15,240
It it was painful to watch. 
I I think I about 12 minutes 

25
00:01:15,240 --> 00:01:16,600
into the debate, I just tweeted 
out. 

26
00:01:16,640 --> 00:01:18,600
Oh, no, I was kind of live 
tweeting it. 

27
00:01:19,000 --> 00:01:22,960
Oh no, was just like every the 
reaction to the like from every 

28
00:01:22,960 --> 00:01:26,680
Democratic backer in the United 
States, basically, or just 

29
00:01:26,680 --> 00:01:30,640
anyone who who was watching it. 
It was tough to watch. 

30
00:01:31,200 --> 00:01:32,600
We'll get into it in a bit, 
folks. 

31
00:01:32,600 --> 00:01:36,400
It was a lot of news on the day.
So crypto majors, they're 

32
00:01:36,400 --> 00:01:39,040
basically even this morning. 
Seoul was leading yesterday 

33
00:01:39,040 --> 00:01:41,320
after the ETF filing. 
It's backed down. 

34
00:01:41,720 --> 00:01:44,880
Looks like some Bitcoin minor 
cell pressure perhaps weakening.

35
00:01:44,880 --> 00:01:47,240
We may get into that. 
Coinbase big news, they're 

36
00:01:47,480 --> 00:01:51,000
partnering with Stripe to 
increase on chain adoption. 

37
00:01:51,320 --> 00:01:55,160
Mega ETH with a mega raise. 
They raised $20 million for 

38
00:01:55,160 --> 00:01:59,000
their real time block chains 
backed by Metallic, Joe Lubin 

39
00:01:59,000 --> 00:02:01,200
and more. 
They're trying to get to 100,000

40
00:02:01,200 --> 00:02:05,360
transactions per second. 
In broader Web 3 News, the UFC, 

41
00:02:05,360 --> 00:02:10,240
they partnered with block assets
for better fan experiences using

42
00:02:10,240 --> 00:02:13,600
their block token in Polify. 
We talked about the debates, but

43
00:02:13,600 --> 00:02:17,920
the Polify tokens absolute 
disaster read all across the 

44
00:02:17,920 --> 00:02:20,800
board except for some of the 
nominee tokens. 

45
00:02:20,800 --> 00:02:24,960
We'll we'll get into that. 
NFTS, some welcome green across 

46
00:02:24,960 --> 00:02:30,240
chains, ETH, Bitcoin, Solana 
NFTS are up across the board. 

47
00:02:30,560 --> 00:02:34,200
And then our old friend Roaring 
Kitty folks, he, he might be 

48
00:02:34,200 --> 00:02:37,040
back. 
He posted on X yesterday just as

49
00:02:37,080 --> 00:02:39,800
a dog picture meme. 
It, it sent stock markets going 

50
00:02:39,800 --> 00:02:41,520
crazy. 
It sent some tokens wild. 

51
00:02:42,040 --> 00:02:45,600
We're gonna get into that later 
on in the show as well. 

52
00:02:45,600 --> 00:02:48,560
Before we dive in, we gotta give
a shout out to our partners. 

53
00:02:48,560 --> 00:02:51,080
Today's show is powered by Moon 
Pay. 

54
00:02:51,080 --> 00:02:54,480
So to buy and sell crypto with 
PayPal, download that Moon pay 

55
00:02:54,480 --> 00:02:59,240
app and follow fair Side network
on Twitter, wallet coverage for 

56
00:02:59,240 --> 00:03:04,080
drains, scams and more. 
And folks, we've got a lot of 

57
00:03:04,080 --> 00:03:06,760
giveaways today. 
It is giveaway Friday. 

58
00:03:07,080 --> 00:03:08,480
We're gonna start with 
Intercellar. 

59
00:03:08,480 --> 00:03:11,560
We're gonna be giving away for 
some spins, perhaps some bottles

60
00:03:11,560 --> 00:03:13,960
of wine. 
So reminder to listen for that 

61
00:03:13,960 --> 00:03:17,000
Intercellar code. 
We will we will be drawing a 

62
00:03:17,080 --> 00:03:19,000
winner live at the end of the 
show. 

63
00:03:19,000 --> 00:03:22,920
Go sign up at points dot 
intercellar dot IO and enter the

64
00:03:22,920 --> 00:03:26,040
code to be eligible and then 
robe it. 

65
00:03:26,240 --> 00:03:30,400
The roll bit spins are back. 
We gave away what, 20 or $30,000

66
00:03:30,400 --> 00:03:34,800
just a few days ago to make sure
you're eligible for the roll bit

67
00:03:34,800 --> 00:03:36,760
spins, make sure to retweet the 
space. 

68
00:03:37,040 --> 00:03:39,880
Go follow roll bit, go follow 
FOMO hour. 

69
00:03:39,960 --> 00:03:42,120
You, you don't want to miss this
one. 

70
00:03:42,760 --> 00:03:44,560
All right, I think that's our 
housekeeping. 

71
00:03:44,560 --> 00:03:46,760
Amanda, if you want to kick us 
off, let's get into the Amanda 

72
00:03:46,760 --> 00:03:48,000
report. 
And Sims, if we've got the 

73
00:03:48,000 --> 00:04:00,240
jingles, let's let's do it. 
Can you dig it? 

74
00:04:01,320 --> 00:04:06,040
Yeah, GM so feels, so we 
slightly sold off actually from 

75
00:04:06,040 --> 00:04:08,400
yesterday. 
So we had that big headline 

76
00:04:08,400 --> 00:04:12,240
around Solana and the fact that 
that ETF was going to come, but 

77
00:04:12,440 --> 00:04:14,320
everything's kind of backed down
a little bit. 

78
00:04:14,320 --> 00:04:17,880
I would say down about two to 3%
so far. 

79
00:04:17,920 --> 00:04:21,079
Well, let's say 2%. 
Since then, bitcoins kind of 

80
00:04:21,079 --> 00:04:23,800
held where it was, but 
definitely old coins have have 

81
00:04:23,800 --> 00:04:26,440
sold off slightly. 
So people have sold into that, 

82
00:04:26,440 --> 00:04:29,200
into that headline. 
Most of the star meme coins have

83
00:04:29,200 --> 00:04:32,360
also kind of dropped back to 
where they were, which just 

84
00:04:32,360 --> 00:04:35,240
slightly surprised me. 
Maybe people don't think other 

85
00:04:35,240 --> 00:04:38,120
people are going to file or 
maybe people knew about it 

86
00:04:38,120 --> 00:04:39,040
beforehand. 
I don't know. 

87
00:04:39,040 --> 00:04:41,040
But like the fact that we 
haven't seen that big a reaction

88
00:04:41,040 --> 00:04:43,480
is, I don't know, definitely 
something to pay attention to. 

89
00:04:44,200 --> 00:04:48,200
We're back down to 143 on Seoul 
and bitcoins at 61 1/2. 

90
00:04:48,200 --> 00:04:52,040
We had some, we had some macro 
data come out which showed that 

91
00:04:52,040 --> 00:04:55,920
inflation was slightly hotter by
one of the metrics that the the 

92
00:04:55,920 --> 00:05:00,280
Fed uses. 
At the same time, I think most 

93
00:05:00,280 --> 00:05:02,040
of the things have been pointing
to a slowdown. 

94
00:05:02,040 --> 00:05:05,960
We had yesterday's GDP figure 
came in slightly softer and the 

95
00:05:05,960 --> 00:05:08,520
Fed, a couple of Fed officials 
have been out in the last 24 

96
00:05:08,520 --> 00:05:10,840
hours basically pointing to the 
fact that we're going to get 

97
00:05:10,840 --> 00:05:12,400
cuts towards the end of this 
year. 

98
00:05:12,400 --> 00:05:16,600
So I, I still think that's on, I
think the main headline on macro

99
00:05:16,600 --> 00:05:19,160
was what was, what was going on 
in, in the debate. 

100
00:05:19,160 --> 00:05:24,400
So I mean, we don't have to 
rehash it, but it, it does look 

101
00:05:24,400 --> 00:05:28,800
like the chances of Trump 
winning the election has now 

102
00:05:29,040 --> 00:05:32,280
gone up materially after on the 
back of that, on the back of 

103
00:05:32,280 --> 00:05:35,960
that is now up to 62% chance 
that he will win on Poly market.

104
00:05:36,400 --> 00:05:39,560
You've seen the chance of Biden 
dropping out of the election go 

105
00:05:39,560 --> 00:05:43,560
up to about 40%, roughly. 
So just reading through the 

106
00:05:43,560 --> 00:05:45,360
numbers, clearly it hasn't been 
taken well. 

107
00:05:46,480 --> 00:05:50,800
And you saw a slight, slightly 
stronger dollar on the back of 

108
00:05:50,800 --> 00:05:52,120
that. 
I haven't looked at what the 

109
00:05:52,120 --> 00:05:55,680
stock market's been doing today,
but yeah, it's tough. 

110
00:05:56,280 --> 00:05:59,120
So, yeah, so maybe people are, 
maybe people are assuming that 

111
00:05:59,120 --> 00:06:00,480
Trump's coming in. 
So you have a little bit of a 

112
00:06:00,480 --> 00:06:03,520
rally in, in, in, in macro on 
the back of that. 

113
00:06:04,120 --> 00:06:05,800
Crypto, again, hasn't really 
followed suit. 

114
00:06:06,000 --> 00:06:09,240
We obviously still have these 
overhangs of Germany and the US 

115
00:06:09,240 --> 00:06:14,280
government selling as well as 
now in just a few weeks, we 

116
00:06:14,280 --> 00:06:19,400
could have, we could have the, 
the sorry, the, the mountain 

117
00:06:19,400 --> 00:06:21,960
clock distributions. 
So it, it feels as though 

118
00:06:21,960 --> 00:06:23,760
Bitcoin's been slightly 
underperforming for the last 

119
00:06:23,880 --> 00:06:26,560
last few sessions. 
It's it's regained some of the 

120
00:06:26,560 --> 00:06:31,480
ground, but it's difficult to 
imagine Bitcoin ripping. 

121
00:06:31,760 --> 00:06:34,680
Like I still think it, you know,
we got up to 62 1/2 Ki still 

122
00:06:34,680 --> 00:06:39,080
think it will go up to more like
6364 before deciding what it 

123
00:06:39,120 --> 00:06:41,720
needs to do next. 
But it's difficult to imagine 

124
00:06:41,720 --> 00:06:44,840
with that sort of overhang of 
the next month that you see like

125
00:06:44,840 --> 00:06:47,800
an absolute rip here. 
So that's probably keeping a lid

126
00:06:47,800 --> 00:06:51,120
on things. 
That's made things a little bit 

127
00:06:51,120 --> 00:06:52,960
softer. 
You did, you did mention like 

128
00:06:52,960 --> 00:06:55,640
the main story. 
I would say other than the, the 

129
00:06:56,120 --> 00:06:58,240
sole ETF story was the Coinbase 
story. 

130
00:06:58,240 --> 00:07:01,760
So Coinbase is partnering with 
the Stripe, the payments. 

131
00:07:02,280 --> 00:07:04,440
We knew that Stripe were coming 
into the space they they'd 

132
00:07:04,440 --> 00:07:08,000
obviously had talk about 
partnering on Solana. 

133
00:07:08,000 --> 00:07:09,520
The fact that they're going to 
come in and partner with 

134
00:07:09,520 --> 00:07:13,240
Coinbase for payments on on 
base, quite a big deal. 

135
00:07:13,240 --> 00:07:15,920
Also, there's a lot about on 
boarding here, which I think is 

136
00:07:15,920 --> 00:07:18,320
pretty important these Fiat to 
crypto on ramps. 

137
00:07:18,960 --> 00:07:23,600
I think Coinbase probably has 
the best chance for capturing a 

138
00:07:23,600 --> 00:07:27,080
lot of that on ramp volume. 
So this is quite a big 

139
00:07:27,080 --> 00:07:29,680
partnership for them. 
And arguably you could say this 

140
00:07:29,680 --> 00:07:33,560
is this is kind of up there with
with what the Solana Blinks 

141
00:07:34,080 --> 00:07:37,040
announcement was earlier this, 
although slightly different, the

142
00:07:37,040 --> 00:07:39,560
idea that you have these huge, 
huge payment companies coming 

143
00:07:39,560 --> 00:07:41,760
in. 
I think it's a it's a big win 

144
00:07:41,760 --> 00:07:45,400
for for Coinbase and for East in
general, if I'm honest to see 

145
00:07:45,400 --> 00:07:50,080
that come on and go with an L2, 
I think is is a relatively big 

146
00:07:50,080 --> 00:07:52,640
deal. 
So yeah, that was that was a big

147
00:07:52,640 --> 00:07:57,880
thing to get like bullish on. 
I haven't really seen much else 

148
00:07:57,880 --> 00:08:01,920
at this reason why we would go 
we would go materially lower. 

149
00:08:03,000 --> 00:08:06,160
People were trading meme coins 
on the back of the of the debate

150
00:08:06,160 --> 00:08:09,200
last night, which were a lot of 
like the day-to-day activity 

151
00:08:09,200 --> 00:08:11,880
was. 
But this Solana news just seems 

152
00:08:11,880 --> 00:08:14,000
to have been slightly sold. 
Let's put it that way. 

153
00:08:14,000 --> 00:08:17,560
There was some headline that 
Bitwise might come in the the, 

154
00:08:17,720 --> 00:08:21,120
the, the the CEO there hinted at
the idea they're going to also 

155
00:08:21,120 --> 00:08:22,760
make a filing. 
But I think people will really 

156
00:08:22,760 --> 00:08:25,200
be looking for BlackRock or 
Fidelity to make a filing here. 

157
00:08:25,680 --> 00:08:27,840
I personally thought they would.
There'd been rumours that 

158
00:08:27,840 --> 00:08:30,720
BlackRock were going to file for
Solana ETF all month right 

159
00:08:30,720 --> 00:08:32,720
there. 
I think it there were some a few

160
00:08:32,720 --> 00:08:35,559
weeks ago, right? 
So it really would unsurprise me

161
00:08:35,559 --> 00:08:38,919
if they do, but I it feels as 
though the market doesn't 

162
00:08:38,919 --> 00:08:40,960
believe it until one of those 
two do. 

163
00:08:40,960 --> 00:08:44,280
So that sole outperformance has 
slightly been sold. 

164
00:08:45,920 --> 00:08:48,680
Yeah, I think that makes sense. 
I think a part of it too is just

165
00:08:48,680 --> 00:08:52,840
the the timeline on it, right. 
So even if you think this holy 

166
00:08:52,840 --> 00:08:56,120
tip is coming, it very well may 
not come until like yesterday on

167
00:08:56,120 --> 00:08:59,120
the show. 
You said perhaps not until if 

168
00:08:59,120 --> 00:09:02,720
Trump was elected, maybe in in 
November, December or I think 

169
00:09:02,720 --> 00:09:07,680
folks calling for 2025. 
I can see like a little pump and

170
00:09:07,680 --> 00:09:09,800
then southern news. 
Probably a little bit 

171
00:09:09,800 --> 00:09:12,920
unfortunate for the the the meme
coin base out there. 

172
00:09:12,920 --> 00:09:16,200
We thought perhaps it was going 
to be slung a meme coin summer 

173
00:09:16,200 --> 00:09:18,440
back on. 
We we got a glimpse of that 

174
00:09:18,440 --> 00:09:20,960
yesterday and then stamped a 
bit. 

175
00:09:22,120 --> 00:09:24,880
We still have width over Reddit 
too, but it gave back some of 

176
00:09:24,880 --> 00:09:27,480
the gains. 
Well, basically all of them, 

177
00:09:27,480 --> 00:09:29,040
right? 
Like I think Whiff is actually 

178
00:09:29,040 --> 00:09:35,400
lower than I mean, whiff hit 
2.25 and now it's back at 2:00. 

179
00:09:35,400 --> 00:09:37,400
So that's quite a big swing for 
Whiff. 

180
00:09:37,880 --> 00:09:41,480
It feels as though what we said 
yesterday, which is that Solana 

181
00:09:41,720 --> 00:09:44,000
is probably a better play than 
some of the major memes in 

182
00:09:44,000 --> 00:09:47,760
Solana right now, just because 
on that upward traject upward 

183
00:09:47,760 --> 00:09:50,400
move, it basically matched it. 
On this downward move, it's 

184
00:09:50,440 --> 00:09:52,120
outperformed. 
It still feels like we're 

185
00:09:52,120 --> 00:09:53,600
probably in that that sort of 
world. 

186
00:09:55,000 --> 00:10:00,640
Yeah, that that makes sense. 
So we'll certainly see. 

187
00:10:01,040 --> 00:10:04,440
Coming back to Coinbase and 
Stripe just briefly, I don't 

188
00:10:04,440 --> 00:10:07,040
think there's a ton to unpack. 
I think I'm curious if you had 

189
00:10:07,040 --> 00:10:09,680
any takeaways from the news You,
you kind of went into it a 

190
00:10:09,680 --> 00:10:14,560
little bit bullish for ETVMI 
keep coming back to it. 

191
00:10:14,560 --> 00:10:19,040
I feel like there's this, this 
base versus Blast like narrative

192
00:10:19,040 --> 00:10:22,000
perhaps kind of forming here 
with, with, with BLAST trying 

193
00:10:22,000 --> 00:10:23,600
to, to go after the full stack 
chain. 

194
00:10:23,600 --> 00:10:25,800
And granted, they're still in 
their infancy. 

195
00:10:26,560 --> 00:10:29,320
I think yesterday was a reminder
to me of just how far ahead 

196
00:10:29,640 --> 00:10:33,840
Coinbase and base is right now. 
Like they're landing, you know, 

197
00:10:33,840 --> 00:10:37,160
major partnerships with Stripe 
to incorporate their 

198
00:10:37,160 --> 00:10:41,680
infrastructure and, and USDC on 
base and into striping millions 

199
00:10:41,680 --> 00:10:44,720
of merchants. 
And Blast doesn't have a a 

200
00:10:44,720 --> 00:10:48,360
wallet in their app and it is 
perhaps coming in Q4. 

201
00:10:49,080 --> 00:10:51,280
So I think it's just another 
reality check, right. 

202
00:10:51,280 --> 00:10:54,440
And we we all talked ourselves 
into the to the crazy FT DS. 

203
00:10:55,200 --> 00:10:57,800
Yeah, but back to Earth. 
I I I. 

204
00:10:57,800 --> 00:11:00,760
Would say part of that is just 
how Blast has been built. 

205
00:11:01,120 --> 00:11:05,040
So Blast generally went down the
route of we don't want you to 

206
00:11:05,040 --> 00:11:08,080
migrate any of your apps, which 
are another change to ours. 

207
00:11:08,080 --> 00:11:13,520
We wouldn't have our own, our 
own unique blockchain, which at 

208
00:11:13,520 --> 00:11:18,000
times will mean they're slower 
than others, but at other times 

209
00:11:18,000 --> 00:11:20,480
they'll feel more unique. 
They have things on there which 

210
00:11:20,480 --> 00:11:24,120
nobody else has, which means 
it's difficult to compare them 

211
00:11:24,120 --> 00:11:26,200
to like a base. 
But I would say it's got more 

212
00:11:26,200 --> 00:11:30,400
going on than like AZK sink. 
So like it's difficult to part 

213
00:11:30,400 --> 00:11:34,840
to compare yourself versus these
huge block chains which clearly 

214
00:11:34,840 --> 00:11:39,000
have a ton of different links to
major, major corporates and 

215
00:11:39,000 --> 00:11:43,880
probably have these huge, the 
B&D firm departments, which 

216
00:11:43,880 --> 00:11:48,320
which mean builds can have these
huge headlines. 

217
00:11:48,320 --> 00:11:51,480
Basically, Blast doesn't feel 
like it's got that coming 

218
00:11:51,720 --> 00:11:55,720
really, but it does feel like it
it will have more unique things 

219
00:11:55,760 --> 00:11:58,440
happening. 
Yeah, I think that's right. 

220
00:11:58,520 --> 00:12:01,680
And I think that's another 
reason why I got kind of caught 

221
00:12:01,680 --> 00:12:05,760
off in some of the evaluations 
comparing it to like the the 

222
00:12:05,760 --> 00:12:08,680
Sueys and the Sais of the world.
It's still trading, you know, 

223
00:12:08,680 --> 00:12:11,400
significantly below them. 
It does feel like blast has 

224
00:12:11,520 --> 00:12:15,560
perhaps more going on than 
there, but but still far less 

225
00:12:15,560 --> 00:12:18,520
than than base and some of the 
the more established ones. 

226
00:12:18,800 --> 00:12:21,280
But again, still in the up and 
see they've got some time. 

227
00:12:21,280 --> 00:12:22,800
And we saw a little bit of news 
out of blast. 

228
00:12:22,800 --> 00:12:24,240
It was really like an 
announcement of an announcement.

229
00:12:24,240 --> 00:12:28,320
They did say the gold and points
will be coming back for season 

230
00:12:28,320 --> 00:12:31,360
2, but more information to come.
So we didn't really get much 

231
00:12:31,360 --> 00:12:35,320
there. 
I think perhaps another top 

232
00:12:35,320 --> 00:12:37,160
headline. 
So we saw mega ETH. 

233
00:12:37,160 --> 00:12:40,200
Mega ETH was not on my radar. 
Before as much yet. 

234
00:12:40,680 --> 00:12:45,600
I have to admit they they rolled
out this $20 million seed round 

235
00:12:45,760 --> 00:12:49,440
so they're mega ether calling 
themselves the first real time 

236
00:12:49,440 --> 00:12:53,720
blockchain streaming 
transactions at 100,000 TPS with

237
00:12:53,720 --> 00:12:56,920
millisecond latency. 
Their idea, their mission here? 

238
00:12:56,920 --> 00:13:00,360
Turn cutting edge ideas into 
everyday reality with on chain 

239
00:13:00,360 --> 00:13:04,240
sophisticated apps. 
They go on to tout that the the 

240
00:13:04,240 --> 00:13:09,000
only limitation will be hardware
based on the the speed that they

241
00:13:09,000 --> 00:13:10,720
have. 
I think perhaps the most notable

242
00:13:10,720 --> 00:13:13,640
aspect of the story of this 
raise is, is who's involved. 

243
00:13:13,640 --> 00:13:18,600
So the angels included the 
Talic, Joe Lubin, Kobe, Hassu 

244
00:13:19,120 --> 00:13:21,600
and more. 
So some some big names in there.

245
00:13:22,200 --> 00:13:25,240
Clearly it was, I mean, I feel 
like it was a well kept secret, 

246
00:13:25,240 --> 00:13:25,760
you know. 
Yeah. 

247
00:13:25,760 --> 00:13:29,760
Again, curious for any thoughts 
you have on this one. 

248
00:13:29,760 --> 00:13:31,480
Seems like somewhat of the big 
deal. 

249
00:13:32,160 --> 00:13:36,720
Yeah, look, 100,000 TPS, that's 
kind of where Solana was aiming 

250
00:13:36,720 --> 00:13:44,440
to be after you get Fire Dancer.
So just to print perspective, we

251
00:13:44,440 --> 00:13:48,200
haven't seen anywhere near those
sort of TPSS on the L twos, 

252
00:13:49,360 --> 00:13:53,160
obviously not the L ones, but L 
twos we're talking about at 

253
00:13:53,160 --> 00:13:55,560
peak. 
They're hoping even after like 

254
00:13:55,560 --> 00:13:59,160
Proto Denk sharding to get to 
get into the thousands, let's 

255
00:13:59,160 --> 00:14:03,200
say, but to get to 100,000. 
The I haven't looked into 

256
00:14:03,200 --> 00:14:07,200
exactly how they're going to do 
this, but that would point to, 

257
00:14:07,200 --> 00:14:11,040
you know, a very, very quick EVM
chain that could that could 

258
00:14:11,040 --> 00:14:13,800
definitely rival where where 
Salon is going. 

259
00:14:13,800 --> 00:14:16,680
So, and those sort of people 
getting in are are pretty 

260
00:14:17,320 --> 00:14:19,760
obviously they're Titans. 
You've got to assume that this 

261
00:14:19,800 --> 00:14:23,520
this probably raised at around a
$200 million valuation if 

262
00:14:23,520 --> 00:14:27,040
they're raising 20 million. 
So if people are getting in 

263
00:14:27,040 --> 00:14:30,400
there, they're probably hoping 
even then when it launches to 

264
00:14:30,400 --> 00:14:32,000
get in. 
I don't know if this was the 

265
00:14:32,000 --> 00:14:35,440
seed round as well or if this 
was like a Series A or whatever.

266
00:14:35,440 --> 00:14:37,040
Seed round. 
Seed round. 

267
00:14:37,040 --> 00:14:38,800
Wow. 
So that tells you a lot. 

268
00:14:38,840 --> 00:14:42,320
That tells you that they they 
think they're going to get a 10X

269
00:14:42,360 --> 00:14:44,160
on a seed, right? 
You wouldn't really invest in a 

270
00:14:44,160 --> 00:14:47,360
seed unless you think you're 
going to get A at least a 10X on

271
00:14:47,360 --> 00:14:48,840
it. 
So we're talking about 

272
00:14:50,160 --> 00:14:52,400
potentially, I don't know if 
this would be an L1 or L2. 

273
00:14:52,400 --> 00:14:55,720
It's a little bit difficult for 
me to tell, but we're talking 

274
00:14:55,720 --> 00:14:59,240
about a multi billion dollar 
coin if it were to if it were to

275
00:14:59,240 --> 00:15:01,200
come. 
So that's pretty bullish. 

276
00:15:01,200 --> 00:15:03,040
I don't obviously I don't know 
when it's going to come out or 

277
00:15:03,040 --> 00:15:05,280
how it's going to be done. 
It obviously has links to EVM 

278
00:15:05,280 --> 00:15:08,680
with how metallic and consensus 
have invested in it. 

279
00:15:09,560 --> 00:15:10,920
But yeah, let's see how that one
develops. 

280
00:15:10,920 --> 00:15:15,720
It feels like that's probably 
the hot narrative of 2026, you 

281
00:15:15,720 --> 00:15:19,760
know what I mean? 
Rather than leaving now, so. 

282
00:15:20,200 --> 00:15:22,680
They've got the brand. 
You know, people talk about 

283
00:15:22,720 --> 00:15:25,960
crypto having a bad branding 
mega ETH, good name. 

284
00:15:25,960 --> 00:15:29,520
It's it's a good one. 
Maybe we come back to the debate

285
00:15:29,880 --> 00:15:31,920
just for Ben. 
I don't want to talk necessarily

286
00:15:31,920 --> 00:15:34,400
about the the substance of it. 
A a few surprises. 

287
00:15:34,400 --> 00:15:39,560
I had one. 
So the pump pumped up funds. 

288
00:15:39,560 --> 00:15:41,400
Samira, you you were you were a 
sleepy. 

289
00:15:41,920 --> 00:15:43,840
I think the, the TLDR is I 
don't, I don't think you've 

290
00:15:43,840 --> 00:15:46,680
missed much like with respect to
action and I don't know if 

291
00:15:46,680 --> 00:15:51,040
you're kind of deep in the pump 
streets these these days or not.

292
00:15:51,040 --> 00:15:54,200
The, the basically my read, I 
was in chats with, with folks 

293
00:15:54,200 --> 00:15:57,000
who were like grinding hundreds,
hundreds of tokens. 

294
00:15:57,520 --> 00:16:00,760
Every single word that was said 
was being tokenized. 

295
00:16:00,760 --> 00:16:04,000
So, so not just like funny words
or, or or missteps. 

296
00:16:04,360 --> 00:16:06,960
Every single word was launching 
with multiple tokens. 

297
00:16:06,960 --> 00:16:10,960
I think 65,000 tokens launched 
on pomp during the 90 minute 

298
00:16:10,960 --> 00:16:14,680
debate, just to give you a, a 
sense of the velocity. 

299
00:16:15,080 --> 00:16:18,880
I don't think many really 
escaped and caught much escape 

300
00:16:18,880 --> 00:16:22,240
velocity during the debate, 
which which that surprised me. 

301
00:16:22,240 --> 00:16:25,080
I thought we'd see a little bit 
more, but perhaps just the, the 

302
00:16:25,080 --> 00:16:28,760
liquidity was just too 
fragmented across the board for 

303
00:16:28,760 --> 00:16:32,200
it to happen. 
So that was a surprise. 

304
00:16:33,320 --> 00:16:36,760
I think it's, I don't know in, 
in hindsight maybe it's more 

305
00:16:36,760 --> 00:16:40,200
obvious, but all the the majors,
they all sold off. 

306
00:16:40,920 --> 00:16:42,120
We did say that. 
Come on. 

307
00:16:42,120 --> 00:16:44,680
We did say, we did say that was 
this was a sell the news event. 

308
00:16:44,960 --> 00:16:46,880
And I think we actually called 
it pretty well for you 

309
00:16:46,880 --> 00:16:50,360
yesterday, if I'm honest. 
We said probably bet on the VPS 

310
00:16:50,800 --> 00:16:55,400
and if not, then bet on the bet 
on the I wouldn't bet on Bowden.

311
00:16:55,720 --> 00:16:59,720
I bet or Trump if he's doing 
badly, I bet on like Michelle 

312
00:16:59,720 --> 00:17:02,440
Obama or Newsom and they all did
well. 

313
00:17:02,800 --> 00:17:06,079
So I think we we actually called
that one well. 

314
00:17:07,200 --> 00:17:10,760
Yeah, the Bowden token looks 
like it's in rough shape down, 

315
00:17:11,280 --> 00:17:14,000
down basically 40 percent, 
55,000,000. 

316
00:17:15,000 --> 00:17:17,640
The I guess the, the, the one 
right? 

317
00:17:17,640 --> 00:17:19,440
I hope so. 
The, the, the take away right 

318
00:17:19,440 --> 00:17:21,720
after the debate is the, the 
Dems have to pull Biden. 

319
00:17:21,720 --> 00:17:24,960
We saw CNN, which leans left 
liberal. 

320
00:17:25,720 --> 00:17:28,079
Basically they're they're all 
panicking, hitting the panic 

321
00:17:28,079 --> 00:17:30,760
button saying that the the 
Democrats have to replace him. 

322
00:17:31,560 --> 00:17:36,000
But unusual whales, folks, this 
morning, they posted this just 

323
00:17:36,000 --> 00:17:40,760
an hour ago, CNN reporting that 
not only does Biden not plan on 

324
00:17:40,760 --> 00:17:44,760
dropping out, he is committed to
a second debate in September. 

325
00:17:44,840 --> 00:17:46,920
So. 
So granted, that's still a long 

326
00:17:46,920 --> 00:17:51,200
time away. 
Yeah, I mean, I think you have 

327
00:17:51,200 --> 00:17:55,400
to realize that the that this is
a career politician that is in 

328
00:17:55,720 --> 00:17:57,280
has just gone into gone into 
office. 

329
00:17:57,280 --> 00:18:00,960
If he were to drop out now, he 
kind of leaves half in disgrace.

330
00:18:01,360 --> 00:18:05,000
And so his he and to be clear, 
they've left it now until now, 

331
00:18:05,440 --> 00:18:09,760
the only person that can get rid
of Biden is Biden. 

332
00:18:10,120 --> 00:18:12,680
He has to step down. 
There's no Electoral College. 

333
00:18:12,680 --> 00:18:14,440
They've already pledged their 
votes, right? 

334
00:18:14,640 --> 00:18:18,800
So there's no there's nothing 
that can happen now for, for for

335
00:18:18,800 --> 00:18:20,320
him to drop out other than 
Biden. 

336
00:18:20,320 --> 00:18:24,400
So you really got a man here 
that has to basically fall on 

337
00:18:24,400 --> 00:18:28,240
his sword and probably bruises 
ego to go out like that. 

338
00:18:29,080 --> 00:18:32,520
Imagine if today he he left. 
It is a little bit, it is a 

339
00:18:32,520 --> 00:18:35,480
little bit difficult to see how 
this happens because he will, it

340
00:18:35,480 --> 00:18:41,280
will really, it will really look
bad for him as a man, I think 

341
00:18:41,280 --> 00:18:44,920
to, to step down. 
So I don't basically what I'm 

342
00:18:44,920 --> 00:18:48,080
trying to say is I do think that
he probably will, but it's, it's

343
00:18:48,080 --> 00:18:50,600
not going to be some like, oh, 
tomorrow I'm going to quit. 

344
00:18:50,840 --> 00:18:53,720
Like he might go, I'm going to 
do one more, I'm going to have 

345
00:18:53,720 --> 00:18:56,680
one more fight at this and I'm 
going to, I'm going to try and 

346
00:18:56,680 --> 00:19:02,400
leave on my terms rather than 
getting ushered out because I 

347
00:19:02,400 --> 00:19:06,320
had what because I did this. 
So my guess is that he, he 

348
00:19:06,320 --> 00:19:08,480
probably has an he, he probably 
does do it the other debate. 

349
00:19:08,480 --> 00:19:10,760
And then and then he'll then 
he'll, he'll, he'll leave. 

350
00:19:10,760 --> 00:19:12,680
He just can't, he just can't 
leave like that. 

351
00:19:12,680 --> 00:19:15,040
He he's been, how long has he 
been in Washington? 

352
00:19:15,040 --> 00:19:16,800
Like all of his life, right. 
So. 

353
00:19:17,000 --> 00:19:18,360
He was talking about that last 
night. 

354
00:19:18,520 --> 00:19:22,280
Yeah, I think since he's in his 
young 40s so. 

355
00:19:22,320 --> 00:19:23,120
He's been his. 
Dream. 

356
00:19:23,720 --> 00:19:25,000
Right. 
This has been his dream all his 

357
00:19:25,000 --> 00:19:28,680
life. 
Part of the reason I think we he

358
00:19:28,840 --> 00:19:31,400
hasn't gone down already is 
'cause, you know, he clearly 

359
00:19:31,400 --> 00:19:33,880
does have an ego to to, to want 
to still be in there. 

360
00:19:34,160 --> 00:19:37,200
And this is just, that's just 
not the way he would want to 

361
00:19:37,200 --> 00:19:40,200
leave, I'm sure. 
But yeah, I mean, it's disaster,

362
00:19:40,880 --> 00:19:42,760
complete disaster. 
There's no way he would that 

363
00:19:42,920 --> 00:19:45,320
that guy wins versus versus 
Trump. 

364
00:19:45,840 --> 00:19:48,600
Yeah, so it's interesting. 
I, I listened to a few podcasts 

365
00:19:48,600 --> 00:19:52,160
on my drive down to Indianapolis
and most of the the leading 

366
00:19:52,160 --> 00:19:54,800
election modelers, Well, we 
talked about Nate Silver had it 

367
00:19:54,800 --> 00:19:57,320
at 66%. 
The modeler from the economist 

368
00:19:57,320 --> 00:20:00,240
actually had Trump at 70%. 
So he was already a huge 

369
00:20:00,640 --> 00:20:03,520
favorite headed into the debate 
and, and now you can only 

370
00:20:03,520 --> 00:20:06,360
imagine that the edge is much 
bigger. 

371
00:20:06,920 --> 00:20:10,200
I do see your point on by not 
wanting to go out like this, 

372
00:20:10,720 --> 00:20:13,600
which certainly makes sense. 
I think watching it last night, 

373
00:20:13,600 --> 00:20:16,320
it was like, how did, how did 
his wife, how did his team let 

374
00:20:16,320 --> 00:20:19,360
this happen? 
You run test debates like you 

375
00:20:19,360 --> 00:20:20,320
had to have known. 
Like what? 

376
00:20:20,320 --> 00:20:22,920
His capabilities are clearly not
there. 

377
00:20:23,440 --> 00:20:25,720
Which led, you know, to the 
conspiracy theories, you know 

378
00:20:25,720 --> 00:20:27,920
what, what's actually going on 
behind the scenes? 

379
00:20:28,800 --> 00:20:31,840
I just don't know if, if he can 
step down after September with, 

380
00:20:31,840 --> 00:20:33,680
with some of the the time 
constraints and I don't know all

381
00:20:33,680 --> 00:20:36,520
the details for, for how that 
works and getting on the ballot.

382
00:20:37,400 --> 00:20:40,120
And that would be after the DNC.
So the DNC takes place in mid 

383
00:20:40,120 --> 00:20:44,040
August. 
So that's where many think like 

384
00:20:44,040 --> 00:20:46,600
Sukka, stupid idiot. 
He's been pounding the table 

385
00:20:46,600 --> 00:20:48,760
that they're going to replace 
him at the DNCI. 

386
00:20:49,080 --> 00:20:51,800
Think it'll be a late? 
Yeah, I I agree with that. 

387
00:20:52,160 --> 00:20:53,640
So I think I've frozen for some 
reason. 

388
00:20:54,080 --> 00:20:56,400
Oh no. 
What's going on here? 

389
00:20:58,200 --> 00:21:02,040
I think it'll be a late. 
I'm gonna come back. 

390
00:21:02,040 --> 00:21:03,920
Give me one minute. 
Yeah, that's fine. 

391
00:21:04,640 --> 00:21:10,240
While we wait for Mando to to 
get back, those were a few of my

392
00:21:10,240 --> 00:21:15,200
initial takeaways. 
We talked the the VP tokens, so 

393
00:21:15,200 --> 00:21:19,160
the, the nominee tokens were the
other big story. 

394
00:21:19,160 --> 00:21:22,200
So the numbers are actually down
this morning, but Newsom Nos is 

395
00:21:22,200 --> 00:21:25,840
up 300% at 5 million. 
I think that hit like 10 million

396
00:21:25,840 --> 00:21:28,600
at peak. 
This other Newsome token up 300%

397
00:21:28,600 --> 00:21:31,440
at 1.3 million. 
I think it hit 5 million at 

398
00:21:31,440 --> 00:21:34,680
peak. 
And then Obey, Obey was up 40%. 

399
00:21:34,680 --> 00:21:37,600
It looks like it's since 
retraced a little bit. 

400
00:21:39,200 --> 00:21:42,560
So that was where the the 
primary action was again and we 

401
00:21:42,560 --> 00:21:46,200
talked about it yesterday. 
The the question for the rest of

402
00:21:46,200 --> 00:21:50,440
the board here is like, what is 
the next major attention event 

403
00:21:50,920 --> 00:21:54,800
for the, the, the tremps, the 
Trump's, the maggot tokens out 

404
00:21:54,800 --> 00:21:58,320
there? 
I I don't think polyfy goes to 0

405
00:22:00,080 --> 00:22:04,720
but if the next debate is until 
September is it gonna be just 

406
00:22:05,120 --> 00:22:09,640
chopping down? 
I think, yeah, I think it's it. 

407
00:22:09,720 --> 00:22:11,680
All of these coins have just 
become a little bit more 

408
00:22:11,680 --> 00:22:13,240
difficult. 
And here's the reason. 

409
00:22:13,520 --> 00:22:16,880
If you own Trump coin, you were 
hoping for a tighter election. 

410
00:22:17,080 --> 00:22:21,680
If I'm honest, you're just, you 
wanted it to be kind of like a 

411
00:22:21,680 --> 00:22:25,080
protest vote. 
You wanted it to be a, a really 

412
00:22:25,080 --> 00:22:27,200
close election. 
And now it doesn't feel like 

413
00:22:27,200 --> 00:22:29,720
it's going to be that. 
So you're probably owning that, 

414
00:22:31,000 --> 00:22:32,680
like assuming that he's getting 
in. 

415
00:22:32,880 --> 00:22:35,800
And I, I think the coin 
automatically becomes less cool 

416
00:22:36,120 --> 00:22:37,840
when he actually becomes 
president. 

417
00:22:38,360 --> 00:22:43,000
You know, you know, like how it 
is they'll, they'll all tear him

418
00:22:43,000 --> 00:22:44,720
down when he, when he gets in as
well. 

419
00:22:44,720 --> 00:22:45,880
It's the same with any 
politician. 

420
00:22:45,880 --> 00:22:48,480
You know, they're a hero until 
they get elected and then, and 

421
00:22:48,480 --> 00:22:50,320
then things just very quickly 
change. 

422
00:22:50,320 --> 00:22:52,120
So I feel as though that coin 
has become a little bit more 

423
00:22:52,120 --> 00:22:54,280
difficult on the Democratic 
side. 

424
00:22:54,280 --> 00:22:57,280
Like you just don't know what 
you should buy Bowden. 

425
00:22:57,520 --> 00:23:03,840
Bowden as, as you know, as, as a
meme made sense. 

426
00:23:03,840 --> 00:23:06,120
But now there's like basically 
no chance of him getting in. 

427
00:23:06,120 --> 00:23:10,000
So then you don't want to own 
that because there's no way it's

428
00:23:10,000 --> 00:23:11,600
and it's not a tight election 
either. 

429
00:23:12,000 --> 00:23:14,720
So that's difficult. 
And then I think for the next 

430
00:23:14,720 --> 00:23:18,480
candidate it's difficult because
it, I don't think he, like I 

431
00:23:18,480 --> 00:23:20,480
said, I think he does another 
debate. 

432
00:23:21,000 --> 00:23:24,920
I think he, he probably tries to
go out on his terms or maybe he 

433
00:23:24,920 --> 00:23:27,560
does, you know, his own speech 
or something like that. 

434
00:23:27,560 --> 00:23:29,320
He definitely wants to leave on 
his own terms. 

435
00:23:29,320 --> 00:23:34,680
There's no doubt in my mind The 
Who do they bring in? 

436
00:23:34,920 --> 00:23:37,560
Who is going to be that last 
minute replacement that is their

437
00:23:37,560 --> 00:23:43,000
political future to a certain 
extent, I think Newsom probably 

438
00:23:43,200 --> 00:23:44,800
thinks. 
Newsom's got the market's got 

439
00:23:44,800 --> 00:23:49,400
Newsom in there right now, 16%. 
It's probably his only chance to

440
00:23:49,400 --> 00:23:52,200
be president, if I'm honest. 
You know, you got to think in 

441
00:23:52,200 --> 00:23:56,000
four years he's probably going 
to be up against Michelle Obama,

442
00:23:56,200 --> 00:24:00,360
I would imagine. 
And I think the Democratic, I 

443
00:24:00,360 --> 00:24:04,840
just Gavin Newsom is a career 
politician that doesn't really 

444
00:24:04,840 --> 00:24:06,960
tick many of the boxes, I think 
for the Democrats. 

445
00:24:07,320 --> 00:24:10,080
And I think this is probably 
like, well, I'll have a I'll, 

446
00:24:10,120 --> 00:24:11,600
I'll do it. 
I'll step in last minute. 

447
00:24:11,840 --> 00:24:16,000
He he speaks eloquently, but he 
is kind of a career politician 

448
00:24:16,000 --> 00:24:19,480
just like Biden. 
And I think he probably the most

449
00:24:19,480 --> 00:24:21,680
likely. 
But so yeah, maybe you own Gavin

450
00:24:21,680 --> 00:24:23,600
Newsom. 
But do you own Gavin Newsom for 

451
00:24:23,600 --> 00:24:26,560
the month that he is or two 
months that he is relevant in 

452
00:24:26,560 --> 00:24:29,960
this, in this election? 
And then it's over it. 

453
00:24:29,960 --> 00:24:32,680
It's it's not easy now. 
It's really that's a struggle. 

454
00:24:33,160 --> 00:24:35,720
Wins. 
I, I think we're at a point 

455
00:24:35,720 --> 00:24:37,960
where if you have strong 
conviction in some of these 

456
00:24:37,960 --> 00:24:41,160
plays, it, it likely makes more 
sense to, to play polymarket 

457
00:24:42,120 --> 00:24:45,320
and, and try to get these odds 
with your guaranteed payouts 

458
00:24:45,480 --> 00:24:48,160
versus these tokens. 
Like I actually think I, I 

459
00:24:48,160 --> 00:24:52,800
traded a few of these, I sold 
some Newsome this morning. 

460
00:24:52,800 --> 00:24:57,120
I, I don't if, if the best case 
is a replacement at the DNC in 

461
00:24:57,120 --> 00:25:00,360
August, that's still 6-8 weeks 
away. 

462
00:25:00,560 --> 00:25:02,760
Like, I don't know that it's 
gonna be, I think it's gonna be 

463
00:25:02,760 --> 00:25:04,680
hard to keep the attention until
then. 

464
00:25:04,760 --> 00:25:06,560
So like last night was the 
attention event. 

465
00:25:06,560 --> 00:25:09,240
We saw that and now everything 
is retracing. 

466
00:25:09,240 --> 00:25:12,160
So I mean, of course that can be
invalidated if, you know, some, 

467
00:25:12,160 --> 00:25:15,320
some breaking news comes out or 
if, you know, he starts getting 

468
00:25:15,320 --> 00:25:17,240
on the campaign trails. 
But but that's my view. 

469
00:25:17,240 --> 00:25:20,800
I think a lot of these the dim 
nominee tokens are probably 

470
00:25:20,800 --> 00:25:26,160
going to drift out until we're 
we're closer to an actual event.

471
00:25:26,320 --> 00:25:28,680
I think that on the Republican 
side's a little bit different 

472
00:25:28,680 --> 00:25:32,760
because I think Trump is perhaps
more likely to announce soon. 

473
00:25:34,120 --> 00:25:35,800
But you would see Burgum. 
Burgum took a bath. 

474
00:25:35,800 --> 00:25:39,200
I think they all took a bath a 
bit yesterday. 

475
00:25:39,640 --> 00:25:43,360
My favorite one continues to be 
Tremp because I think, like I 

476
00:25:43,360 --> 00:25:48,480
said, if he gets in, Tremp is a 
better like meme if you and if 

477
00:25:48,480 --> 00:25:51,160
you don't like Trump or that you
make like a mockery of him to a 

478
00:25:51,160 --> 00:25:53,880
certain extent or just, you 
know, just like a mean version 

479
00:25:53,880 --> 00:25:57,160
of Trump, even if you're pro 
Trump. 

480
00:25:57,280 --> 00:26:01,440
So I prefer Tremp out of them 
all because I think there's a 

481
00:26:01,440 --> 00:26:03,520
very high chance that Trump gets
in. 

482
00:26:03,880 --> 00:26:08,480
Let's say I think now 70 to 90% 
chance that he gets in. 

483
00:26:08,760 --> 00:26:12,120
And then I think Tremp is 
probably a more relevant thing 

484
00:26:12,120 --> 00:26:14,880
over his or stays relevant 
during his candidacy. 

485
00:26:14,880 --> 00:26:18,760
So that's the only one where I 
feel like, yeah, that could that

486
00:26:18,760 --> 00:26:20,920
could two or three X from here 
in my opinion. 

487
00:26:21,920 --> 00:26:22,920
Yeah, that's an interesting 
call. 

488
00:26:23,240 --> 00:26:26,640
I would agree with your logic on
that one. 

489
00:26:26,800 --> 00:26:29,000
So so may have to take a look. 
I think the other thing that 

490
00:26:29,000 --> 00:26:34,960
jumped out there was a line. 
Will there be mentions of crypto

491
00:26:34,960 --> 00:26:39,560
or Bitcoin during the debate? 
I think it was like a + 150 dog 

492
00:26:40,160 --> 00:26:43,280
didn't hit. 
And I think it was a little bit 

493
00:26:43,280 --> 00:26:46,480
of a, a reminder like we, we 
hype ourselves up on, you know, 

494
00:26:46,600 --> 00:26:49,800
how much of an election issue 
crypto is, and certainly it is 

495
00:26:49,800 --> 00:26:53,280
for crypto Twitter. 
I, I don't think it's a top 

496
00:26:53,400 --> 00:26:56,960
five, perhaps even a top 10 
issue for, for mainstream 

497
00:26:56,960 --> 00:26:59,560
America, at least that's not 
what's, I mean, it's, that 

498
00:26:59,560 --> 00:27:03,200
aligns with what CNN thinks like
to not even make it a question 

499
00:27:03,200 --> 00:27:07,840
in a 90 minute debate. 
So I think that was a little bit

500
00:27:07,840 --> 00:27:11,160
of of a soft reminder that we're
not quite there yet with with 

501
00:27:11,160 --> 00:27:16,320
respect to, you know, mainstream
top of mind issue in an election

502
00:27:16,320 --> 00:27:19,240
in 2024. 
Yeah, I think there was some 

503
00:27:19,240 --> 00:27:24,480
obviously expectation that this 
was going to be a topic for CNN.

504
00:27:25,360 --> 00:27:27,600
I I don't know. 
So who's doing the next one? 

505
00:27:27,800 --> 00:27:31,280
Is it Fox? 
You know what I don't know? 

506
00:27:33,120 --> 00:27:37,960
See if we can find it. 
Out you know like it's 

507
00:27:37,960 --> 00:27:40,880
definitely not really a a 
left-leaning issue really either

508
00:27:40,880 --> 00:27:44,320
crypto so maybe maybe they 
decide just to avoid that one 

509
00:27:44,320 --> 00:27:46,920
and it'll come up if. 
You get as possible. 

510
00:27:47,960 --> 00:27:49,760
Oh, it's hosted. 
Oh, CNN again. 

511
00:27:50,960 --> 00:27:53,560
Is it double CNN? 
Oh wait, Oh wait. 

512
00:27:53,560 --> 00:27:54,560
Sorry. 
ABC. 

513
00:27:54,760 --> 00:27:57,960
ABC News OK, look. 
So that's pretty fascinating too

514
00:27:57,960 --> 00:27:59,640
on there. 
Isn't ABC owned by Disney? 

515
00:28:02,240 --> 00:28:05,960
I don't know. 
Yeah. 

516
00:28:05,960 --> 00:28:10,920
So I would say that the yeah, 
maybe this comes up, but it's 

517
00:28:10,920 --> 00:28:13,760
definitely not on the top. 
I mean, they had some pretty big

518
00:28:13,920 --> 00:28:16,240
issues there, right? 
Like if you went through, they 

519
00:28:16,240 --> 00:28:21,400
went through like abortion, 
foreign policy, the border, you 

520
00:28:21,400 --> 00:28:23,920
know, they, they hit some very 
big crypto was not going to be 

521
00:28:23,920 --> 00:28:26,360
one of the top ten issues that 
was mentioned. 

522
00:28:26,560 --> 00:28:29,720
I think it's, it's more just a 
popular thing that Trump can can

523
00:28:29,720 --> 00:28:31,840
jump on when he needs to, but it
really does. 

524
00:28:31,840 --> 00:28:34,040
If you just start talking about 
crypto, you're basically just 

525
00:28:34,040 --> 00:28:36,760
playing into Trump's hands 
there, in my opinion. 

526
00:28:37,720 --> 00:28:41,480
So that, yeah, that makes sense 
that they wouldn't tee that up 

527
00:28:41,640 --> 00:28:44,000
for a question. 
So I'm with you there. 

528
00:28:45,600 --> 00:28:48,360
We'll certainly see. 
I, I, I do expect the Poly fly 

529
00:28:48,360 --> 00:28:51,840
section to get a little bit more
quiet in the days and weeks to 

530
00:28:51,840 --> 00:28:54,200
come, but it's not gone, you 
call it? 

531
00:28:55,880 --> 00:28:59,640
Politify or polify? 
I just coined this name Polyfy 

532
00:29:01,360 --> 00:29:03,880
political finance and you can 
kind of throw the Poly market. 

533
00:29:04,080 --> 00:29:06,720
On it, I prefer it actually 
because it rolls off the tongue 

534
00:29:06,720 --> 00:29:10,200
a lot better than Politify. 
But I don't know what people are

535
00:29:10,200 --> 00:29:11,680
using. 
What are the kids using these 

536
00:29:11,680 --> 00:29:13,200
days? 
I don't know. 

537
00:29:13,200 --> 00:29:14,880
I think we we make polyfy 
happen. 

538
00:29:15,200 --> 00:29:18,640
I'm ready to to take that stand.
Also, folks, code for 

539
00:29:18,640 --> 00:29:20,680
interstellar FOMO hour 
intercellar. 

540
00:29:20,680 --> 00:29:23,560
That is the code go into that 
over intercellar dot IO. 

541
00:29:23,560 --> 00:29:26,440
We'll we'll start running those 
giveaways here in a few minutes.

542
00:29:27,320 --> 00:29:31,120
Maybe shifting off the politics 
here for a minute. 

543
00:29:31,600 --> 00:29:34,440
The other I think surprise of 
the day. 

544
00:29:35,360 --> 00:29:38,720
People thought roaring Kitty had
had taken his GME shares and 

545
00:29:38,720 --> 00:29:40,400
just running off into the 
sunset. 

546
00:29:41,440 --> 00:29:45,760
It looks like he might have 
another play up his sleeves. 

547
00:29:46,800 --> 00:29:50,040
So he he tweeted out this this 
picture of a dog. 

548
00:29:50,040 --> 00:29:53,080
Apparently this is tied to the 
the chewy stock. 

549
00:29:54,000 --> 00:29:55,360
Yeah, I heard about this. 
Yeah. 

550
00:29:55,840 --> 00:30:03,040
And it it briefly spiked, let's 
see, 30% up to $30.00. 

551
00:30:03,040 --> 00:30:05,040
So this thing's got a market cap
of 11 billion. 

552
00:30:05,040 --> 00:30:11,680
So that would have added 3-4 
billion to its market cap and 

553
00:30:11,680 --> 00:30:14,800
it's since has fallen back down.
It seems like these roaring 

554
00:30:14,800 --> 00:30:20,080
Kitty pumps aren't lasting quite
as long as they used to. 

555
00:30:20,120 --> 00:30:21,560
I think that that's one of the 
takeaways here. 

556
00:30:21,560 --> 00:30:23,840
Of course, we don't really have 
any other information besides 

557
00:30:23,840 --> 00:30:25,800
this picture this. 
Points to him having the fun 

558
00:30:25,800 --> 00:30:27,680
though, right? 
This the the fact that he's now 

559
00:30:27,680 --> 00:30:30,680
running these sort of plays on a
regular basis. 

560
00:30:31,040 --> 00:30:33,600
I feel like this points to him 
having outside capital. 

561
00:30:33,600 --> 00:30:38,200
Like if it was just him fucking 
around on GME on the live stream

562
00:30:38,480 --> 00:30:40,160
he's like oh OK cool I can get 
behind this. 

563
00:30:40,160 --> 00:30:45,080
But if he's now just gonna 
roundly post images of different

564
00:30:45,440 --> 00:30:49,640
of different stocks, I think 
this guy is clearly got some 

565
00:30:49,640 --> 00:30:51,160
other people who need him to do 
that. 

566
00:30:52,240 --> 00:30:55,840
Yeah, it's a little you question
some of the motives. 

567
00:30:55,960 --> 00:30:59,280
I will say that the folks who 
see it and know how to act right

568
00:30:59,280 --> 00:31:02,360
away, there's there's some money
to be made. 

569
00:31:02,360 --> 00:31:07,440
So this Chewy token on Solana, 
it's still up 2200% on the day 

570
00:31:07,440 --> 00:31:11,280
and it's at it's at 700,000 
market cap. 

571
00:31:11,760 --> 00:31:16,000
It looks like it hit 7 million 
or or at least 5 million. 

572
00:31:16,680 --> 00:31:20,160
So it was like like 10,000 X if 
if you caught it. 

573
00:31:20,160 --> 00:31:22,960
And now that there's additional 
so like this one had been around

574
00:31:23,320 --> 00:31:26,160
interestingly. 
So this one launched back in in 

575
00:31:26,160 --> 00:31:31,720
May, it looks like and it it 
basically just been a stone zero

576
00:31:32,320 --> 00:31:35,040
and then it rallied pretty hard.
And then some new Chewy. 

577
00:31:35,120 --> 00:31:39,080
Some new Chewy tokens have been 
spun up here in the past day as 

578
00:31:39,080 --> 00:31:41,560
well. 
Didn't touch these. 

579
00:31:41,560 --> 00:31:43,800
I didn't see the news until much
after. 

580
00:31:43,800 --> 00:31:46,360
And again, most of the move 
looked like it had retraced. 

581
00:31:46,360 --> 00:31:49,120
Although it looks like it might 
be steaming back up. 

582
00:31:49,120 --> 00:31:55,680
But gotta keep those noties on 
for Roaring Kitty it looks like.

583
00:31:56,200 --> 00:31:58,800
The thing is like you, you have 
to be in the streets to see this

584
00:31:58,800 --> 00:32:01,600
sort of stuff, right? 
Like you to then have caught 

585
00:32:01,600 --> 00:32:04,720
this token like it's not the, 
it's not the easiest. 

586
00:32:05,560 --> 00:32:10,200
You gotta be fast, super fast. 
That's just the the the world 

587
00:32:10,400 --> 00:32:13,680
like now that whiff, it felt 
like whiff is going to break out

588
00:32:13,680 --> 00:32:17,360
and now it's it's all the way 
back to two and doesn't look so 

589
00:32:17,360 --> 00:32:18,760
great. 
That chart if I'm honest. 

590
00:32:21,240 --> 00:32:27,640
The one chart that looks good. 
Mog, Mog, everyone's favorite 

591
00:32:27,640 --> 00:32:32,480
political coin. 
You know what's been weird? 

592
00:32:32,480 --> 00:32:36,240
I've seen the term mog go a bit 
more mainstream. 

593
00:32:36,320 --> 00:32:39,560
Like there's a few people like 
who are using it now. 

594
00:32:39,600 --> 00:32:42,520
And that's something that I did 
not see happening. 

595
00:32:42,600 --> 00:32:49,240
Like this is a real crypto term 
that has now seemingly going 

596
00:32:49,240 --> 00:32:53,720
into the like wider vernacular. 
I don't know, I agree with. 

597
00:32:54,200 --> 00:32:56,800
That having mog now like 
obviously man of God comes up, 

598
00:32:56,800 --> 00:33:01,760
but like this concept of being 
mogged is well, I mean. 

599
00:33:03,760 --> 00:33:05,600
Elon. 
Elon said it on the stream. 

600
00:33:06,200 --> 00:33:06,800
Right. 
Yeah. 

601
00:33:07,760 --> 00:33:09,840
He did. 
He was on like some gaming 

602
00:33:09,840 --> 00:33:11,720
stream. 
He said mod and. 

603
00:33:12,560 --> 00:33:14,480
He said it like in the actual 
context. 

604
00:33:16,000 --> 00:33:17,960
Wow. 
OK, So then yeah, this is 

605
00:33:17,960 --> 00:33:19,760
something that's just 
interesting that it's like this 

606
00:33:19,760 --> 00:33:22,640
very, very crypto native term 
that is seemingly catching on. 

607
00:33:22,920 --> 00:33:24,520
Obviously that was an all time 
high for them. 

608
00:33:25,040 --> 00:33:28,920
They've got The thing is for me 
is that mod never really had 

609
00:33:28,920 --> 00:33:32,840
volume. 
So it never really had high 

610
00:33:32,840 --> 00:33:35,320
holders and never really had 
volume, but it had a bunch of 

611
00:33:35,320 --> 00:33:39,600
die hard holders that like if 
you go to the top holders, like 

612
00:33:39,600 --> 00:33:44,440
if you click on their top 
holders, you know, like the 

613
00:33:44,440 --> 00:33:49,120
number one was like 50 million 
and then and then there's some 

614
00:33:49,120 --> 00:33:50,600
big old holders of. 
Mock. 

615
00:33:50,640 --> 00:33:53,560
Oh my God. 
As you go down that list, 

616
00:33:54,640 --> 00:33:57,480
because there's only 20,000 
holds, 22,000 holds of this 

617
00:33:57,480 --> 00:34:00,640
thing, right? 
Like that is very low for a coin

618
00:34:00,640 --> 00:34:02,920
at six. 
Like the average holder of MOG 

619
00:34:02,920 --> 00:34:05,640
has 30,000 mock put that in 
perspective. 

620
00:34:05,640 --> 00:34:08,360
That does not happen normally 
when a coin gets up to a certain

621
00:34:08,360 --> 00:34:11,040
level, but you have a bunch of 
people who are just die hard in 

622
00:34:11,040 --> 00:34:12,360
it. 
But the real thing that's 

623
00:34:12,360 --> 00:34:15,800
happened is they that the volume
has gone really high. 

624
00:34:16,000 --> 00:34:18,679
So I think they've brought on 
some for some like strong market

625
00:34:18,679 --> 00:34:22,239
makers that have really helped 
boost that and that's allowed 

626
00:34:22,239 --> 00:34:24,679
them to get proper listings. 
So they got a they got the buy 

627
00:34:24,679 --> 00:34:27,000
bit listing, obviously. 
I think the the big one now 

628
00:34:27,000 --> 00:34:28,520
would be if they can get a 
finance listing. 

629
00:34:28,800 --> 00:34:33,159
But this volume, this volume is 
more than most meme coins out 

630
00:34:33,159 --> 00:34:36,120
there, like Mogg is now a 
clutching and that was never the

631
00:34:36,120 --> 00:34:38,360
case. 
Like the most other ETH meme 

632
00:34:38,360 --> 00:34:39,679
coins don't really see big 
volume. 

633
00:34:41,760 --> 00:34:42,760
Yeah. 
So yeah. 

634
00:34:43,320 --> 00:34:46,199
I mean, it's it's two it's more 
than two X the the next meme 

635
00:34:46,199 --> 00:34:49,280
coin on the day, even on the day
where like Poly 5 is super hot. 

636
00:34:49,840 --> 00:34:53,280
It's double MAGA, it's double 
it's it's nearly triple trump. 

637
00:34:53,880 --> 00:34:57,360
And I'm with you. 
I got I I checked these these 

638
00:34:57,400 --> 00:35:00,240
decks leaderboards every day and
like mog isn't usually up there 

639
00:35:00,360 --> 00:35:04,800
in in volume and now it is. 
So it looks like a the the. 

640
00:35:05,760 --> 00:35:07,840
The comments are saying that 
it's a Jimbro term. 

641
00:35:08,400 --> 00:35:09,400
I didn't. 
I didn't know that. 

642
00:35:10,040 --> 00:35:12,880
Yeah. 
I knew man is God. 

643
00:35:12,960 --> 00:35:15,160
I didn't know like Mog being 
mobbed. 

644
00:35:15,160 --> 00:35:19,680
It was a thing before crypto. 
I'll be totally honest, I I 

645
00:35:19,680 --> 00:35:21,160
still know exactly what the word
means. 

646
00:35:21,160 --> 00:35:23,800
Like if I had to define it for. 
Yeah, I think it's just. 

647
00:35:25,320 --> 00:35:27,920
I think the millennial term 
would be like punked, you know 

648
00:35:27,920 --> 00:35:30,000
what I mean? 
That's what being mold is, yeah.

649
00:35:31,200 --> 00:35:32,680
That that's the only context I 
know. 

650
00:35:32,880 --> 00:35:35,920
So I don't I guess I understand 
that the gym, the gym bro, I 

651
00:35:35,920 --> 00:35:40,200
guess it could still be the 
same, but I mean shout out 

652
00:35:40,240 --> 00:35:43,400
Congrats to the mock holders. 
It's certainly a a a big day for

653
00:35:43,400 --> 00:35:45,360
them. 
Just rounding this out like we 

654
00:35:45,360 --> 00:35:47,120
talked a little 19. 
We don't need to go deep into 

655
00:35:47,120 --> 00:35:51,760
it, but folks and the teams are 
quietly doing well. 

656
00:35:52,040 --> 00:35:54,680
And and perhaps the biggest 
surprise like who would have 

657
00:35:54,680 --> 00:35:57,800
predicted that it was the Yuga 
assets totally leading the way 

658
00:35:58,360 --> 00:36:03,240
in this post farmer world given 
where sentiment has been in the 

659
00:36:03,360 --> 00:36:05,680
in the last months leading up to
this board. 

660
00:36:05,680 --> 00:36:09,720
Apes back over 10 up 13%, 
mutinates up 27%. 

661
00:36:10,240 --> 00:36:13,400
They got flipped by Remelios and
I have to imagine like Emilio's 

662
00:36:13,400 --> 00:36:14,800
not in the top 15. 
They don't even know what they 

663
00:36:14,800 --> 00:36:18,360
what they're at, but they've 
been re flipped so that. 

664
00:36:18,600 --> 00:36:21,360
You never ridiculed it us on 
this on this stream. 

665
00:36:22,200 --> 00:36:23,600
Was it yesterday or two days 
ago? 

666
00:36:23,600 --> 00:36:27,400
Like it's the the assets that 
have been massively farmed I 

667
00:36:27,400 --> 00:36:29,040
think are the ones that probably
rally the most. 

668
00:36:29,040 --> 00:36:34,080
Yeah, so yeah, what a pudgies 
maladies haven't really been 

669
00:36:34,080 --> 00:36:35,760
farmed as much, have they? 
But right. 

670
00:36:37,440 --> 00:36:39,520
I'd say Captains 2, which is 
kind of why those two are a 

671
00:36:39,520 --> 00:36:43,040
little bit more even. 
But I mean it, it's not just 

672
00:36:43,040 --> 00:36:45,800
the, it's not just ETH and the 
farmed entities. 

673
00:36:45,800 --> 00:36:48,880
So the monkeys up 11%, Puppets 
up 12%. 

674
00:36:48,880 --> 00:36:51,560
That puppets token was the 
winner during the debate. 

675
00:36:51,720 --> 00:36:55,720
That was just a coincidence. 
I think it was up like 60%. 

676
00:36:55,720 --> 00:36:58,960
So that thing got down to 
effectively $6 a token. 

677
00:36:58,960 --> 00:37:02,560
It was back up to like 9, closer
to 10 saw a rebound in the 

678
00:37:02,560 --> 00:37:05,880
puppets market on that as well. 
Let's see how the runes are 

679
00:37:05,880 --> 00:37:09,160
doing yeah, it pops up 45% on 
the day. 

680
00:37:09,840 --> 00:37:13,280
So it's doing well and even the 
Salada NFTS are are catching a 

681
00:37:13,280 --> 00:37:17,680
bit here on the back of the ETF.
So mad Labs back up 8% at 73. 

682
00:37:18,240 --> 00:37:23,880
That's the highest they've been 
in in weeks SM BS up 10% a few 

683
00:37:23,880 --> 00:37:26,800
others. 
So so welcome Green. 

684
00:37:27,120 --> 00:37:29,920
Not a whole lot else to to say. 
Hopefully this trend continues. 

685
00:37:29,920 --> 00:37:32,360
It's tough to get a little too 
tough to get over excited here. 

686
00:37:32,920 --> 00:37:37,000
Well, it was just a a few days 
of sample size here after the 

687
00:37:37,000 --> 00:37:40,800
the blast AirDrop. 
But the the reality is the 

688
00:37:40,800 --> 00:37:44,440
incentives are much the the the 
lowest they've been to farm 

689
00:37:44,440 --> 00:37:48,880
entities in the last two years 
basically. 

690
00:37:49,720 --> 00:37:51,240
Yeah. 
So I think The thing is, if, if 

691
00:37:51,240 --> 00:37:54,640
these were new collect, if these
collections didn't have big 

692
00:37:54,640 --> 00:37:59,440
farmers who had probably 
hundreds of NFTS, you would you 

693
00:37:59,440 --> 00:38:01,160
would probably be like, these 
could really rip. 

694
00:38:01,680 --> 00:38:03,560
But I imagine if you're a farmer
right now, you're probably 

695
00:38:03,560 --> 00:38:06,240
waiting and then you're, you're 
probably going to unload a clip.

696
00:38:07,920 --> 00:38:11,080
So I still think we'll probably 
have it'll be up the stairs, 

697
00:38:11,080 --> 00:38:13,120
down the elevator style moves, 
you know what I mean? 

698
00:38:13,240 --> 00:38:17,480
Like like we'll we'll slowly HR 
as everyone feels a little bit 

699
00:38:17,480 --> 00:38:19,760
safe and then somebody will dump
like 50 doodles. 

700
00:38:21,480 --> 00:38:24,000
But I yeah, I, I do think this 
is healthy. 

701
00:38:24,200 --> 00:38:25,720
This is that the healthiest is 
looked. 

702
00:38:25,720 --> 00:38:28,080
Yeah. 
It feels that way and yes, 

703
00:38:28,240 --> 00:38:32,040
caution is warranted, not not 
coming out here and saying just 

704
00:38:32,040 --> 00:38:35,480
slam the buy button on all of 
these and throw caution to the 

705
00:38:35,480 --> 00:38:38,120
wind. 
Still some farmer bags out there

706
00:38:39,520 --> 00:38:41,400
Sims. 
I I think that runs us through 

707
00:38:41,400 --> 00:38:45,160
most most of the stories I I had
on my list yeah, we talked to 

708
00:38:45,160 --> 00:38:49,520
mega E Coinbase the UFCUFC thing
real quick. 

709
00:38:49,520 --> 00:38:53,360
The UFC story I think is cool. 
So they partnered multi year 

710
00:38:53,440 --> 00:38:55,880
partnership UFC and block 
assets. 

711
00:38:56,320 --> 00:39:00,920
This block assets company has a 
token, the block token, and 

712
00:39:00,920 --> 00:39:03,920
basically all the block holders 
will now get access to UFC 

713
00:39:03,920 --> 00:39:05,640
fights. 
They'll get they'll, they'll get

714
00:39:05,640 --> 00:39:09,240
tickets, travel, VIP meet ups 
and more. 

715
00:39:09,240 --> 00:39:12,520
It's just, it feels like one of 
those like the real utility use 

716
00:39:12,520 --> 00:39:16,760
cases for tokens that we haven't
seen like unlocked in that many 

717
00:39:16,760 --> 00:39:18,280
places. 
How much do you reckon they 

718
00:39:18,320 --> 00:39:22,960
paid? 
I just I don't even know where 

719
00:39:22,960 --> 00:39:28,120
to begin with a guess on on that
it's. 

720
00:39:28,240 --> 00:39:30,920
Got to be a lot right like 
imagine the distribution of the 

721
00:39:30,920 --> 00:39:34,280
UFC right now. 
I think it's got to be 10s of 

722
00:39:34,280 --> 00:39:37,200
millions, 10s and 10s of 
millions in my opinion. 

723
00:39:38,280 --> 00:39:41,920
I didn't know block I I hadn't 
really heard of block that much 

724
00:39:41,920 --> 00:39:46,160
before this block crypto like 
there's a lot of things called 

725
00:39:46,160 --> 00:39:49,440
block and crypto. 
So this was like, wasn't really 

726
00:39:49,440 --> 00:39:53,640
on my radar, but. 
Me either, but they've got a 

727
00:39:53,640 --> 00:39:55,840
token. 
Yeah, the the token soared 100%.

728
00:39:55,880 --> 00:39:57,640
It's what? 
Is the token let. 

729
00:39:58,320 --> 00:39:59,440
Me. 
Let me find it. 

730
00:39:59,840 --> 00:40:03,920
Is it just block or block asset?
Block but you you need to search

731
00:40:04,000 --> 00:40:08,160
block asset to get it. 
So that's got a $20 million 

732
00:40:08,160 --> 00:40:13,600
valuation that seems low 
compared to what this deal could

733
00:40:13,600 --> 00:40:20,120
be like to sponsor, to sponsor 
things like that. 

734
00:40:20,120 --> 00:40:24,080
I mean, even Crypto Fight Night 
or like Karate combat that can 

735
00:40:24,080 --> 00:40:26,920
get into like the low millions 
even I think, or like at least 

736
00:40:26,920 --> 00:40:32,240
the high hundreds of KS. 
So the idea that you I don't 

737
00:40:32,240 --> 00:40:34,840
know, but let's say it sounds 
big versus that Mark gap. 

738
00:40:34,840 --> 00:40:35,880
I thought that would be like 
100. 

739
00:40:36,240 --> 00:40:38,640
It's a 50,000,050 million fully 
diluted. 

740
00:40:38,640 --> 00:40:42,640
So maybe they, maybe the. 
Chunk of tokens. 

741
00:40:43,120 --> 00:40:44,680
Ten or something like that, 
Yeah, I don't know. 

742
00:40:47,440 --> 00:40:49,000
So I mean, it becomes one to 
watch. 

743
00:40:49,000 --> 00:40:52,040
I mean a massive partnership, I 
mean, we have to we have to give

744
00:40:52,040 --> 00:40:54,680
them credit, one of the the 
biggest partnerships that a a 

745
00:40:54,680 --> 00:40:58,200
crypto team has landed here in 
multi year. 

746
00:40:58,680 --> 00:41:00,240
So this is this thing is locked 
in. 

747
00:41:00,560 --> 00:41:04,040
So yeah, block looking good 
coming down a little bit from 

748
00:41:04,040 --> 00:41:05,200
high. 
It looks like it hit what, 

749
00:41:07,120 --> 00:41:09,480
probably 25 million or so 
yesterday? 

750
00:41:09,600 --> 00:41:12,920
What do they do like? 
What does? 

751
00:41:12,960 --> 00:41:14,440
What does it? 
Do. 

752
00:41:15,600 --> 00:41:18,440
It looks like they they called 
themselves the Sports Network. 

753
00:41:18,440 --> 00:41:22,280
I I haven't had a chance to to 
really dive in to exactly what 

754
00:41:22,280 --> 00:41:25,680
they are. 
Vague, vague and crypto. 

755
00:41:26,400 --> 00:41:27,760
All right, so they've got a 
sports back. 

756
00:41:27,760 --> 00:41:30,200
They've got a sports book in a 
casino it looks like. 

757
00:41:31,000 --> 00:41:32,360
They've got a sports book in a 
casino. 

758
00:41:32,600 --> 00:41:37,080
OK, So it's a casino, OK Yeah. 
Wayne Bruni's on the on the on 

759
00:41:37,080 --> 00:41:40,320
the front page. 
So they've clearly got who who 

760
00:41:40,400 --> 00:41:45,600
are these people? 
Men like this it seems like not 

761
00:41:45,600 --> 00:41:49,280
a scam. 
So this seems like probably 

762
00:41:49,280 --> 00:41:52,400
backed by some decent people. 
So yeah, they've they've got the

763
00:41:52,400 --> 00:41:55,480
network, Yeah, it seems worth 
looking into I think and some 

764
00:41:55,480 --> 00:41:58,800
tweeting about yesterday. 
I don't know if that's a these. 

765
00:42:01,200 --> 00:42:03,080
These days. 
Yeah, it looks like they've got 

766
00:42:03,080 --> 00:42:05,960
this social engagement tool and 
rewards program here as well as 

767
00:42:05,960 --> 00:42:07,880
they try to build out the the 
media network. 

768
00:42:08,280 --> 00:42:10,000
Amber, did you buy the Amber 
Rose coin? 

769
00:42:10,440 --> 00:42:11,280
Did did you? 
Probably. 

770
00:42:12,120 --> 00:42:16,920
I'm I'm Mark safe either for for
for good or bad. 

771
00:42:18,240 --> 00:42:21,360
I'm taking a a personal pause on
the the hot slip coin of the 

772
00:42:21,360 --> 00:42:24,560
day. 
Also, I'm not, I don't really 

773
00:42:24,560 --> 00:42:26,480
know Amber Rose all all that 
much. 

774
00:42:26,480 --> 00:42:30,040
I'm not deep in that Amber Rose.
No, I don't. 

775
00:42:30,040 --> 00:42:31,320
I don't have much to know 
really. 

776
00:42:31,320 --> 00:42:34,240
But yeah, they're going to run 
it up. 

777
00:42:34,240 --> 00:42:35,520
I think she's she's called a 
coin. 

778
00:42:35,520 --> 00:42:38,480
Mother, Mother. 
Is. 

779
00:42:38,760 --> 00:42:42,240
It east East End a British 
accent, but I assume that's. 

780
00:42:42,800 --> 00:42:44,080
Is it officially live? 
Is it? 

781
00:42:44,080 --> 00:42:46,520
Is this? 
I think it's MUVA. 

782
00:42:46,880 --> 00:42:50,120
Oh, good mother. 
All right. 

783
00:42:50,120 --> 00:42:51,320
There we go. 
Oh, there it is. 

784
00:42:51,320 --> 00:42:54,440
Oh shit. 12 million, right? 
Yeah, this thing moves. 

785
00:42:54,440 --> 00:42:57,760
Look at. 
That thing 12 million about to 

786
00:42:57,760 --> 00:43:02,800
go to zero, 12 million. 400,000 
liquidity, let's see how many 

787
00:43:02,800 --> 00:43:05,200
holders this thing that decent 
amount. 

788
00:43:06,480 --> 00:43:10,320
Well, we're not slowing down. 
We've got third guy in that's 

789
00:43:10,320 --> 00:43:12,640
the lead for Romania or about 
maybe he's there already. 

790
00:43:13,760 --> 00:43:15,040
I I forget the details of his 
tour. 

791
00:43:15,160 --> 00:43:17,040
At the end the other day, 
because I was like, dude, just 

792
00:43:17,040 --> 00:43:18,880
get yourself off Twitter. 
Like you don't need to, You 

793
00:43:18,880 --> 00:43:22,600
don't need to be catching strays
every every day. 

794
00:43:23,160 --> 00:43:24,880
But like Romania are in the euro
still. 

795
00:43:24,880 --> 00:43:26,800
So I think it's going to be 
quite a fun time to be in 

796
00:43:26,800 --> 00:43:28,160
Romania. 
I think they got through. 

797
00:43:28,920 --> 00:43:31,360
Oh, nice. 
So I was like, yeah, you should 

798
00:43:31,360 --> 00:43:35,080
hang out like Romania's. 
I've been to Romania, at least 

799
00:43:35,080 --> 00:43:35,960
the capitals. 
All right. 

800
00:43:35,960 --> 00:43:40,160
I don't know about the the 
depths of Romania, but yeah, I 

801
00:43:40,160 --> 00:43:41,440
think he'll have a he'll have a 
good time. 

802
00:43:41,440 --> 00:43:43,080
If he wants to have a good time,
he'll have a good time. 

803
00:43:43,400 --> 00:43:44,680
Yeah, see, I imagine that's a 
fun place. 

804
00:43:45,960 --> 00:43:48,160
Eastern Europe's one of those 
things where like if you want to

805
00:43:48,160 --> 00:43:50,400
do whatever you want to do, you 
can probably find if you want to

806
00:43:50,400 --> 00:43:52,440
have a good time, you'll have a 
good time, you'll have a devious

807
00:43:52,440 --> 00:43:54,200
time. 
You can find that. 

808
00:43:54,200 --> 00:43:56,640
If you want to do you want to 
have a nice time in the 

809
00:43:56,640 --> 00:43:58,440
countryside, you can probably 
find that like there's a lot, 

810
00:43:58,440 --> 00:44:01,760
there's a lot you can do. 
Yeah, I think Budapest and 

811
00:44:01,760 --> 00:44:04,640
Prague are the furthest east 
I've made it. 

812
00:44:04,720 --> 00:44:07,800
And I agree with your sentiments
there. 

813
00:44:07,840 --> 00:44:11,040
There's a lot you can get into 
in those cities.

